A recent report by the International Institute for Strategic Studies (IISS) reveals that China has significantly accelerated its nuclear submarine production over the past five years, with its annual launch numbers surpassing those of the United States for the first time. However, analysts caution that whether this rapid expansion translates into genuine operational and strategic advantage depends largely on China’s ability to break through the First Island Chain and conduct quiet, reliable, large-scale operations across the broader Pacific.
According to the IISS report, China is expanding its Bohai Shipbuilding Heavy Industry facility in Huludao and increasing submarine construction to reinforce its emerging nuclear triad. The number of submarines launched between 2021 and 2025 exceeded the total from the previous decade, including the seventh and eighth Jin-class (Type 094) nuclear-powered ballistic missile submarines (SSBNs) identified via commercial satellite imagery. Construction of the Type 093B nuclear-powered attack submarines (SSNs), equipped with vertical launch systems, is also accelerating, with satellite imagery suggesting up to nine have been launched since 2022 — a production rate of roughly two per year.
While China’s submarine design and quality still lags behind the United States and Europe, the sheer and growing number of vessels presents an increasingly serious challenge. SSBN patrols remain largely confined to the South China Sea, though China is extending its strike range by introducing the longer-range JL-3 missile. The next-generation Type 096 submarine is expected to enter production before 2030, underscoring China’s strategic push to strengthen sea-based nuclear deterrence.
As of January 2026, the U.S. leads globally with 71 nuclear submarines, while China ranks second with 32. Yet the fundamental geographic challenge remains: to reach open Pacific waters, Chinese submarines must transit sensor-dense chokepoints such as the Miyako Strait and Luzon Strait. Whether China’s stealth technology and command-and-control systems are advanced enough for that task remains an open question.
Source: Deutsche Welle, February 20, 2026
https://p.dw.com/p/59838